RBFTX Mutual Fund

RBFTX Mutual Fund

NAV$21.17
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Returns Overview

1 Month
+1.07%
3 Months
+0.46%
6 Months
+3.78%
YTD
+6.58%
1 Year
+11.65%
3 Years (annualized)
+13.59%
5 Years (annualized)
+6.22%
10 Years (annualized)
+9.29%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would RBFTX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI ACWI ex US Index
This Mutual Fund (YTD)
+6.58%
Peer Avg (YTD)
+8.76%
vs Peers
-2.17%

RBFTX Mutual Fund Performance

RBFTX performance across multiple time periods: 1-month 1.07%, YTD 6.58%, 1-year 11.65%, 3-year 13.59%, 5-year 6.22%, 10-year 9.29%.

RBFTX returns trail the peer average of 8.76% YTD. With an expense ratio of 1.43%, investors should weigh costs against performance when evaluating this mutual fund.

RBFTX vs another fund shows side-by-side returns. RBFTX alternatives are available in the Mutual Fund Screener.